ALL IN ONE WEALTH RM
AhmedabadFull-time2–5 yrsPosted 3 weeks ago
Mid-level finance role at SKS Enterpprises in Ahmedabad. Needs 2+ years and a degree.
About the role
ALL IN ONE WEALTH RM at SKS Enterpprises. Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB.
What you'll do
- Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB
- Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book
- Create an incremental SIP Book
- Be responsible for achieving New Business development targets by reactivating / activating new clients
- Ensure all clients are met on a regular basis
What you need
- Mutual funds
- Insurance
- Business development